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CBRE Group

586 hedge funds and large institutions have $12B invested in CBRE Group in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 202 increasing their positions, 249 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $9.98M | Put options by funds: $7.08M

0.32% less ownership

Funds ownership: 94.8%94.48% (-0.32%)

8% less funds holding

Funds holding: 638586 (-52)

19% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 249

38% less capital invested

Capital invested by funds: $19.4B → $12B (-$7.46B)

39% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 119

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
586
Holders Change
-52
Holders Change %
-8.15%
% of All Funds
12.91%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.15%
New
72
Increased
202
Reduced
249
Closed
119
Calls
$9.98M
Puts
$7.08M
Net Calls
+$2.9M
Net Calls Change
-$7.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
626
Rational Advisors
New York
-$358K -5,834 Closed
Creative Planning
627
Creative Planning
Kansas
-$352K -5,746 Closed
OFW
628
Omnia Family Wealth
Florida
-$334K -5,456 Closed
EWA
629
EP Wealth Advisors
California
-$313K -5,109 Closed
VCM
630
Vivaldi Capital Management
Illinois
-$308K -5,019 Closed
TSS
631
Two Sigma Securities
New York
-$307K -5,014 Closed
RC
632
RBF Capital
California
-$306K -5,000 Closed
PI
633
Pettee Investors
Connecticut
-$303K -4,945 Closed
WorldQuant Millennium Advisors
634
WorldQuant Millennium Advisors
New York
-$301K -4,909 Closed
MGWM
635
Marks Group Wealth Management
Minnesota
-$298K -4,862 Closed
HIS
636
Harvest Investment Services
Illinois
-$292K -4,779 Closed
CAM
637
Cresset Asset Management
Illinois
-$284K -4,634 Closed
CI
638
Conning Inc
Connecticut
-$282K -4,607 Closed
MAM
639
Madison Asset Management
Wisconsin
-$282K -4,595 Closed
FWM
640
Frontier Wealth Management
Missouri
-$280K -4,572 Closed
PSUF
641
People's United Financial
Connecticut
-$275K -4,492 Closed
AWM
642
Alterna Wealth Management
Texas
-$272K -4,430 Closed
MWM
643
Meridian Wealth Management
Kentucky
-$268K -4,385 Closed
FB
644
Fulton Bank
Pennsylvania
-$266K -4,345 Closed
JIP
645
Jaffetilchin Investment Partners
Florida
-$266K -4,344 Closed
LNC
646
Lincoln National Corp
Pennsylvania
-$265K -4,331 Closed
NFC
647
Northeast Financial Consultants
Connecticut
-$264K -4,305 Closed
DILIC
648
Dai-ichi Life Insurance Company
Japan
-$263K -4,283 Closed
RT
649
Rockland Trust
Massachusetts
-$262K -4,280 Closed
GH
650
GAM Holding
Switzerland
-$260K -4,249 Closed